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WELCOME TO
MARKEY WEALTH MANAGEMENT

MARKEY WEALTH MANAGEMENT was founded in 2009 with a mission to Build, Manage, and Preserve your assets. With a personal, long term focus we seek to serve as an alternative to the monolithic “big business” Wall Street firms that are so transaction oriented. We view our clients as individuals, not commodities, with an overwhelming need for an independent, professional, and fiduciary approach to wealth management.

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We’re here for you!

"A goal without a plan is just a wish"


- Antoine de Saint-Exupery

Helpful Content

Curated articles, videos, and more for a financially savvier you.

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Retirement

Retirement

Steps to consider, so you could potentially accumulate the money you'll need to pursue the retirement activities you want.

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Investment

Investment

Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.

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Insurance

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's unexpected events.

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Lifestyle

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

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<p>5 Smart Investing Principles</p>

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.
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<p>The Utility of Sector Investing</p>

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
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<p>Test Your Life Insurance Knowledge</p>

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
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<p>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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